Tipasa release notes, October 2023

Introduction

This release of Tipasa provides a number of new features and enhancements in addition to several bug fixes. These features will help you manage more complex workflows, including:

Enable Proven Senders to automatically receive requests from all suppliers
Integrate with SirsiDynix Symphony or Horizon to keep your circulation and ILL systems in sync

Many of these enhancements are the direct result of your feedback.

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.

Administrative actions

These items require immediate action or decisions.

Action
For best performance, it's very important to clear your browser's cache before starting to work with Tipasa!
Be sure to utilize Smart fulfillment functionality, including: Real-time availability for ILL, which significantly reduces the number of times you respond “no” and “In use, on loan” Automated Request Manager, which enables you to save time by automating routine ILL workflows Smart lender strings through the Automated Request Manager, which helps you improve fill rates and turnaround times Turnaround Time dashboards and tips to Improve turnaround time
Have your contact information or lending policies changed? If so, please make the appropriate updates in the OCLC Policies Directory.

Action

For best performance, it's very important to clear your browser's cache before starting to work with Tipasa!

Be sure to utilize Smart fulfillment functionality, including:

Real-time availability for ILL, which significantly reduces the number of times you respond “no” and “In use, on loan”
Automated Request Manager, which enables you to save time by automating routine ILL workflows
Smart lender strings through the Automated Request Manager, which helps you improve fill rates and turnaround times
Turnaround Time dashboards and tips to Improve turnaround time

Have your contact information or lending policies changed? If so, please make the appropriate updates in the OCLC Policies Directory.

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Action
Share these release notes with your colleagues.
If you haven't already, visit the new OCLC Community Center for new ways to connect with OCLC and other community members. To make the most of the new community structure: Use your existing Community Center account to sign in. Just click “Sign in” in the upper right corner of the screen. All accounts and subscriptions have been migrated, so when you sign in, you will have access to all your existing posts and continue receiving notifications. Read and agree to the Code of Conduct and Terms of Use. As part of launch, you will be prompted the first time you sign in to read and agree to the new OCLC Online Engagement Code of Conduct and Terms of Use. Visit the Tipasa product community and click Manage subscriptions. We recommend that you subscribe to all boards to be notified of updates in all spaces – new options include Events, Recordings, and Ideas. Visit the new Resource Sharing knowledge community and click Manage subscriptions. We recommend that you subscribe to all boards in this space also to be notified of updates – including newly scheduled Product Insights sessions and general resource sharing news.

Action

Share these release notes with your colleagues.

If you haven't already, visit the new OCLC Community Center for new ways to connect with OCLC and other community members.

To make the most of the new community structure:

Use your existing Community Center account to sign in. Just click “Sign in” in the upper right corner of the screen. All accounts and subscriptions have been migrated, so when you sign in, you will have access to all your existing posts and continue receiving notifications.
Read and agree to the Code of Conduct and Terms of Use. As part of launch, you will be prompted the first time you sign in to read and agree to the new OCLC Online Engagement Code of Conduct and Terms of Use.
Visit the Tipasa product community and click Manage subscriptions. We recommend that you subscribe to all boards to be notified of updates in all spaces – new options include Events, Recordings, and Ideas.
Visit the new Resource Sharing knowledge community and click Manage subscriptions. We recommend that you subscribe to all boards in this space also to be notified of updates – including newly scheduled Product Insights sessions and general resource sharing news.

New features and enhancements

Enable Proven Senders to automatically receive requests from all suppliers

With this release, you now have more options for specifying proven senders, those suppliers for whom requests are automatically received and provided to the patron via Article Exchange. Previously, this feature required you to create and specify a custom holdings group of proven senders.

Now you can enable proven sender functionality for:

All suppliers
Only suppliers in a specified custom holdings group (the option available previously)
All suppliers except those in a specified custom holdings group

To enable or update your proven sender options, go to OCLC Service Configuration > Advanced Workflows > Proven Senders.

proven senders.PNG

If you had not previously enabled the proven senders feature, the selection will be off by default. If you did previously enable this feature and specified a custom holdings group for proven senders, the system will continue to use that group.

If you wish to enable proven sender for all suppliers or to specify a group of lenders to exclude, you can make the appropriate selections and click Save.

For more information, see Proven Senders.

Integrate with SirsiDynix Symphony or Horizon to keep your circulation and ILL systems in sync

Available October 31

Circulation integration is now available for SirsiDynix Symphony and Horizon. Previously, this integration was available only for WMS, Alma, Sierra, and Millennium.

With circulation integration, you can ensure your circulation and ILL systems are kept in sync for borrowing and lending requests. Library staff will no longer need to update the circulation system manually for ILL requests to create temporary items and place holds, check out items, or check in items.

To complete the circulation integration setup, you will need to:

Have admin access to both your circulation system and Tipasa.
Contact your circulation system vendor to have the NCIP integration set up for your circulation environment and/or work with the circulation staff at your library.
Select the integration options you wish to enable at OCLC Service Configuration > WorldShare ILL > Circulation Integration.

symphony ncip.PNG

For more information, see Third-party Circulation integration.

Important links

Post-release session

To help you become familiar with the new features, enhancements, and improvements included in this release, please attend the upcoming webinar Product Insights: Resource Sharing.

Date: Thursday, October 26, 2:00 pm, Eastern Daylight Time (Eastern Daylight Time, UTC -04:00)
Registration: https://community.oclc.org/t5/resource-sharing-events/product-insights-resource-sharing/ec-p/44129#M4

Please note the session time zones when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you cannot attend, to receive a link to the recorded session.

OCLC Resource Sharing Conference web series

OCLC invites you to view recordings and slides in the community center from the 2023 OCLC Resource Sharing Conference (RSC23) web series. The free, virtual session from RSC23 included:

Some changes are here to stay: Managing resource sharing in the 21st century | Recording and slides
RSC23 Lightning sessions - Conducting interlibrary loan user surveys and Training student employees on ILL processing | Recording and slides
Law, not guidelines: Moving beyond CONTU | Recording and slides
Exceed your library users’ expectations with your ILL services | Recording and slides
Lightning sessions- Resource sharing: an Italian perspective, Resource share the love, and Resource sharing trends survey | Recording and slides
Workshop - Tips to improve staff workflows and users’ experience | Recording and slides

Also, ILL 101 sessions hosted by IDS Project are available at the Online Learning Institute.

Virtual Workshop Series: Learn how to fine-tune your ILL setup

Were you able to join us for all of our Virtual Workshops where we showed how you can optimize your library’s ILL setup and workflows, and save time?

The series included the following topics:

Part 1: Fine-tune your policies and deflections (recording, slides, and checklist available)
Part 2: Construct your custom holdings (recording, slides, and checklist available)
Part 3: Automate your request process (recording, slides, and checklist available)
Part 4: Curate and care for your constant data (recording, slides, and checklist available)
Part 5: Make your usage statistics count (recording, slides, and checklist available)

Support websites

Support information for this product and related products can be found at: